GRP
ESGD icon

Global Retirement Partners’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

Global Retirement Partners’s Portfolio ESGD Stock Details ESGD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$16.1M Buy
+156,526
New +$15.9M 0.25% 82
2025
Q4 		$14M Buy
147,726
+144,565
+4,573% +$13.6M 0.25% 75
2025
Q3 		$294K Buy
3,161
+40
+1% +$3.62K 0.01% 985
2025
Q2 		$278K Buy
+3,121
New +$266K 0.01% 941
2024
Q4 		$283K Buy
3,712
+59
+2% +$4.69K 0.01% 826
2024
Q3 		$307K Buy
3,653
+146
+4% +$11.8K 0.01% 766
2024
Q2 		$276K Buy
3,507
+307
+10% +$24.4K 0.01% 776
2024
Q1 		$256K Buy
3,200
+300
+10% +$23K 0.01% 706
2023
Q4 		$215K Buy
2,900
+5
+0.2% +$354 0.01% 736
2023
Q3 		$195K Buy
2,895
+9
+0.3% +$648 0.01% 674
2023
Q2 		$210K Hold
2,886
– – 0.01% 678
2023
Q1 		$211K Buy
2,886
+77
+3% +$5.4K 0.01% 650
2022
Q4 		$185K Hold
2,809
– – 0.01% 612
2022
Q3 		$167K Sell
2,809
-32
-1% -$2.01K 0.01% 621
2022
Q2 		$178K Hold
2,841
– – 0.01% 580
2022
Q1 		$196K Buy
+2,841
New +$214K 0.02% 561
2021
Q2 		– Sell
-627
Closed -$48K – 1883
2021
Q1 		$48K Buy
+627
New +$47.2K 0.01% 810
2019
Q1 		– Sell
-3,160
Closed -$181K – 1526
2018
Q4 		$181K Buy
+3,160
New +$192K 0.05% 300

Other funds holding ESGD

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
TWIM
TIAA Wealth Investment Management New York $15B AUM
AA
Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Global Retirement Partners's ESGD Position: Q2 2026 in Review

Global Retirement Partners opened a new position in iShares ESG Aware MSCI EAFE ETF (ESGD) in Q2 2026: 156,526 shares worth $16.1M. The stake represents 0.25% of the portfolio and ranks #82 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in ESGD as recently as Q4 2025.

Global Retirement Partners first reported a position in ESGD in Q4 2018 and has held it in 18 quarters since. 757 funds tracked by Wall St. Rank hold ESGD as of Q2 2026.

  • Global Retirement Partners held 156,526 shares of iShares ESG Aware MSCI EAFE ETF worth $16.1M as of Q2 2026.
  • iShares ESG Aware MSCI EAFE ETF was a new Global Retirement Partners position in Q2 2026.
  • iShares ESG Aware MSCI EAFE ETF made up 0.25% of Global Retirement Partners's portfolio in Q2 2026, its #82 holding.
  • Global Retirement Partners first reported a position in iShares ESG Aware MSCI EAFE ETF in Q4 2018 and has held it in 18 quarters since.
  • 757 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.